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Extended Care: A Patchwork of Possibilities Our Services When Special Care Is Needed: The Special Needs Trust About Us

Financial Planning

We create strategies tailored to your goals

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Investment Management 

Without any conflicts of interest we put your needs first.

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Retirement Planning

We enjoy building trusted relationships that span generations.

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Monthly Market Commentary

The Monthly Market Update will inform you of the current market conditions and give you an idea of what to expect in the future.

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Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.